Glenn Greenberg - Brave Warrior Advisors
As of Q1 2026, Glenn Greenberg reported 36 long-equity positions worth $4.04B in aggregate.
Copy-investor backtest
- Latest quarter
- -3.70%
- 1-year
- +0.26%
- 3-year
- +50.76%
- 3-year top 5
- +65.37%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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Updated 2026-05-08 from SEC 13F data.
Live quotes available for 31 of 33 rows. Rows without a quote are marked unavailable.
| 1 | ELV | ELEVANCE HEALTH INC | 17.71% | Add +0.5% | 1,641,413 | $853.53M | $520.00 | |
| 2 | DFS | DISCOVER FINL SVCS | 10.06% | Reduce -0.2% | 3,454,706 | $484.66M | No quote | No quote |
| 3 | SNX | TD SYNNEX CORPORATION | 9.21% | Add +11.3% | 3,695,615 | $443.77M | $120.08 | |
| 4 | PRI | PRIMERICA INC | 8.03% | Reduce -22.7% | 1,460,171 | $387.16M | $265.15 | |
| 5 | FNF | FIDELITY NATIONAL FINANCIAL | 7.74% | Reduce -18.4% | 6,010,352 | $373M | $62.06 | |
| 6 | OMF | ONEMAIN HLDGS INC | 7.23% | Add +1.8% | 7,402,222 | $348.42M | $47.07 | |
| 7 | LEN | LENNAR CORP | 6.93% | Add +12.3% | 1,780,852 | $333.87M | $187.48 | |
| 8 | APO | APOLLO GLOBAL MGMT INC | 5.90% | Reduce -39.7% | 2,277,466 | $284.48M | $124.91 | |
| 9 | LAD | LITHIA MTRS INC | 5.63% | Reduce -0.1% | 854,551 | $271.44M | $317.64 | |
| 10 | FG | F&G ANNUITIES & LIFE INC | 5.06% | Reduce -9.8% | 5,456,170 | $244M | $44.72 | |
| 11 | RYAAY | RYANAIR HOLDINGS PLC | 4.78% | Add +4014.5%2.499:1 split | 5,104,019 | $230.6M | $45.18 | |
| 12 | MPLX | MPLX LP | 4.09% | Add +4.7% | 4,432,966 | $197.09M | $44.46 | |
| 13 | AN | AUTONATION INC | 3.61% | Reduce -0.7% | 972,309 | $173.97M | $178.92 | |
| 14 | DHI | D R HORTON INC | 3.18% | Reduce -0.4% | 803,061 | $153.2M | $190.77 | |
| 15 | AM | ANTERO MIDSTREAM CORP | 0.59% | Reduce -9.2% | 1,898,932 | $28.58M | $15.05 | |
| 16 | GOOGL | ALPHABET INC | 0.08% | - | 21,858 | $3.63M | $165.85 | |
| 17 | HCA | HCA HEALTHCARE INC | 0.03% | Reduce -12.9% | 3,373 | $1.37M | $406.43 | |
| 18 | CMCSA | COMCAST CORP NEW | 0.03% | - | 31,094 | $1.3M | $41.77 | |
| 19 | JPM | JPMORGAN CHASE & CO. | 0.02% | - | 5,643 | $1.19M | $210.86 | |
| 20 | BAC | BANK AMERICA CORP | 0.02% | - | 22,532 | $894.07K | $39.68 | |
| 21 | GOOG | ALPHABET INC | 0.01% | - | 3,790 | $633.65K | $167.19 | |
| 22 | DLTR | DOLLAR TREE INC | 0.01% | New | 7,126 | $501.1K | $70.32 | |
| 23 | PGR | PROGRESSIVE CORP | 0.01% | - | 1,746 | $443.07K | $253.76 | |
| 24 | ALLY | ALLY FINL INC | 0.01% | New | 10,000 | $355.9K | $35.59 | |
| 25 | MAR | MARRIOTT INTL INC NEW | 0.01% | - | 1,194 | $296.83K | $248.60 | |
| 26 | UNH | UNITEDHEALTH GROUP INC | 0.01% | Reduce -18.2% | 499 | $291.76K | $584.68 | |
| 27 | AMZN | AMAZON COM INC | 0.01% | Reduce -36.4% | 1,400 | $260.86K | $186.33 | |
| 28 | MSFT | MICROSOFT CORP | 0.00% | - | 525 | $225.91K | $430.30 | |
| 29 | MCO | MOODYS CORP | 0.00% | New | 471 | $223.53K | $474.59 | |
| 30 | TXN | TEXAS INSTRS INC | 0.00% | New | 1,010 | $208.64K | $206.57 | |
| 31 | MA | MASTERCARD INCORPORATED | 0.00% | New | 422 | $208.38K | $493.80 | |
| 32 | SPGI | S&P GLOBAL INC | 0.00% | New | 401 | $207.17K | $516.62 | |
| 33 | AMAT | APPLIED MATLS INC | - | Sold | 0 | $0 | No quote | No quote |